Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kinnear is a financial advisor with over 25 years of experience in the industry. Matthew is currently registered with Gerber/Taylor Management LLC in Memphis, TN. He is also a Certified Financial Planner and a Chartered Financial Analyst. Matthew has held previous positions with Unified Financial Securities, Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, and Van Kampen Merritt Inc. Matthew's experience spans across several areas of financial planning, including portfolio management for businesses and individuals, and selection of other advisors. He has extensive experience working with individuals and families, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
12/05/2022 - Present
Gerber/taylor Management LLC (Memphis TN)
IN
08/16/2007 - 06/16/2009
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
NY
01/13/2001 - 09/07/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
01/28/1997 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
TX
11/24/1992 - 07/05/1994
VAN KAMPEN MERRITT INC. (HOUSTON TX)
IA
Issued 11/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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